Managed by Highland Financial Advisors, Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $46.4M | 528.5K | 0.00% | — |
| 2 | ? N/A — | $45.2M | 149.3K | 0.00% | — |
| 3 | ? N/A — | $42.5M | 331.5K | 0.00% | — |
| 4 | D DIA — | $42M | 548.4K | 0.00% | — |
| 5 | ? N/A — | $41.1M | 794.5K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 | D DIA — | $40.8M | 508.4K | 0.00% | — |
| 7 | D DIA — | $39.1M | 499.2K | 0.00% | — |
| 8 | V VGES — | $38.3M | 299.6K | 0.00% | — |
| 9 | Q QQQ — | $37.5M | 157.9K | 0.00% | — |
| 10 | ? N/A — | $37.3M | 335.2K | 0.00% | — |
| 11 | Q QQQ — | $37.1M | 146.7K | 0.00% | — |
| 12 | ? N/A — | $36.6M | 810.3K | 0.00% | — |
| 13 | ? N/A — | $36.1M | 405.1K | 0.00% | — |
| 14 | Q QQQ — | $35.7M | 144.5K | 0.00% | — |
| 15 | D DIA — | $35.3M | 485.5K | 0.00% | — |
| 16 | ? N/A — | $34.8M | 744.3K | 0.00% | — |
| 17 | ? N/A — | $34.7M | 310.1K | 0.00% | — |
| 18 | ? N/A — | $33.4M | 306.9K | 0.00% | — |
| 19 | ? N/A — | $33.3M | 728.0K | 0.00% | — |
| 20 | D DIA — | $32M | 464.0K | 0.00% | — |